About The Position

At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ® . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. Stout is a Global Investment Bank and Advisory firm that received investment from Audax Private Equity in November 2021. We have an ambitious growth plan which will include targeted M&A. This role will support the CFO and Deal team(s) to successfully diligence and integrate new firms onto the Stout platform.

Requirements

  • Bachelor’s Degree required, preferably in Operations, Business, Finance, or Economics
  • Project Management Discipline – PMP
  • 5+ years of experience in Investment Banking, Corporate Development or Financial Due Diligence
  • Highly Skilled in PowerPoint, Excel and Project Management Tools MS Project / SmartSheet
  • Strong analytical skills, with extreme attention to detail, accuracy and accountability balanced with sound business judgment
  • Very organized, able to work on multiple projects effectively at the same time
  • Excellent professional written/verbal communication and interpersonal skills
  • Bias toward proactive communication
  • Ability to become a trusted liaison to senior management and board members
  • Proficient in MS Office Suite; Highly proficient in Excel and PowerPoint
  • Proven ability to be flexible and work hard, both independently and in a team environment, in a high pressure on-call environment with changing priorities

Responsibilities

  • Deal Sourcing – 5%
  • Support the growth team in preparing “Why Stout” materials for prospective targets
  • Deal Analysis – 10%
  • From initial target financial information Create high level analysis to inform deal team of target viability
  • Create question lists / areas for deal team to investigate with target management
  • Financial Modeling and Valuation – 10%
  • From initial data request Partner with Director of FP&A and Deal team to create deal specific financial model
  • Analyze synergy opportunities
  • Create Investment Committee Presentation to inform offer terms, implied value and LOI
  • Support process to present Stout offer in a compelling format for target management and shareholders TEV, Rollover Equity, Equity Growth Plan
  • Deal Diligence / Project Management – 40%
  • From LOI Acceptance to close, support business line COO
  • Support/lead cross functional diligence activities on target firms
  • Open and Manage Virtual Data Room
  • Manage and coordinate Data Request Lists
  • Manage and coordinate Diligence Processes and vendors for Tax and Finance Human Resources Legal Business Marketing
  • Lead weekly deal tracking and process updates through to successful close within 90 days of LOI being accepted.
  • Monitor and synthesize data provided during diligence process; apply learnings and findings to investment case throughout the diligence process
  • Summarize financial and business trends for investment committee and COO during diligence process.
  • Integration – 20%
  • Partnering with COO teams Create detailed integration plans
  • Form part of integration task force for Day -30 to Day 100
  • Miscellaneous Tasks – 15%
  • Support CFO with Financial updates for Audax or current PE Sponsor
  • Prepare Quarterly Board Updates on Deal Pipeline Deal Processes Post Close Performance

Benefits

  • Our goal is to provide a comprehensive Total Rewards program that includes competitive compensation, benefits & wellness programs that allows employees to choose what’s most important to them at any life stage.
  • At Stout, we are committed to the personal and professional development of our employees while fostering a diverse and inclusive environment.
  • To foster employee development we offer ongoing training and learning opportunities, employee resources groups, mentorship programming, and professional designation reimbursement.
  • We believe in timely and proactive performance excellence, ongoing 360 feedback, clear performance expectations at each level, and quarterly check-ins with your manager ensure you are supported and growing your career.
  • Stout offers a variety of benefits to meet the ever-changing needs of our employees throughout their career at Stout.
  • Flexible Work Schedules: Work-life balance is important to us and we want our employees to have balanced lives, which is why we have a discretionary time off policy for all salaried exempt employees. This gives you the ability to take time off as appropriate.
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